IWA
IVC Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
6,457
-363
| -5% | -$29.2K | 0.25% | 71 |
|
|
2025
Q1 | $540K | Sell |
6,820
-1,802
| -21% | -$143K | 0.29% | 71 |
|
|
2024
Q4 | $617K | Sell |
8,622
-2,022
| -19% | -$145K | 0.35% | 59 |
|
|
2024
Q3 | $803K | Sell |
10,644
-2,148
| -17% | -$162K | 0.44% | 51 |
|
|
2024
Q2 | $948K | Buy |
12,792
+596
| +5% | +$44.2K | 0.53% | 45 |
|
|
2024
Q1 | $1.18M | Sell |
12,196
-58
| -0.5% | -$5.6K | 0.68% | 38 |
|
|
2023
Q4 | $1.07M | Sell |
12,254
-122
| -1% | -$10.7K | 0.67% | 39 |
|
|
2023
Q3 | $952K | Sell |
12,376
-5
| -0% | -$384 | 0.64% | 41 |
|
|
2023
Q2 | $1.1M | Sell |
12,381
-335
| -3% | -$29.8K | 0.7% | 35 |
|
|
2023
Q1 | $875K | Sell |
12,716
-354
| -3% | -$24.4K | 0.62% | 47 |
|
|
2022
Q4 | $1.01M | Buy |
13,070
+22
| +0.2% | +$1.7K | 0.74% | 37 |
|
|
2022
Q3 | $909K | Sell |
13,048
-2
| -0% | -$139 | 0.73% | 35 |
|
|
2022
Q2 | $788K | Sell |
13,050
-2,281
| -15% | -$138K | 0.61% | 44 |
|
|
2022
Q1 | $1.02M | Buy |
15,331
+1,185
| +8% | +$78.9K | 0.67% | 38 |
|
|
2021
Q4 | $1.12M | Sell |
14,146
-725
| -5% | -$57.3K | 0.72% | 34 |
|
|
2021
Q3 | $1.28M | Buy |
14,871
+541
| +4% | +$46.6K | 0.88% | 28 |
|
|
2021
Q2 | $1.19M | Buy |
14,330
+12,878
| +887% | +$1.07M | 0.83% | 34 |
|
|
2021
Q1 | $1.19M | Sell |
1,452
-15
| -1% | -$12.3K | 0.94% | 29 |
|
|
2020
Q4 | $1.36M | Buy |
+1,467
| New | +$1.36M | 1.29% | 14 |
|